Which prerequisite should the consultant consider before enabling Opportunity Splits?
A. Ensure open opportunities are owned by active users,
B. Enable Opportunity Teams and confirm the owner is a team member.
C. Add customized split types to opportunities.
B. Enable Opportunity Teams and confirm the owner is a team member.
Explanation: Before enabling Opportunity Splits, it is necessary to enable Opportunity Teams and confirm that the opportunity owner is a team member. Here’s why:
Requirement for Opportunity Splits: Opportunity Splits rely on Opportunity Teams
to allocate credit across team members. Therefore, enabling Opportunity Teams is
a prerequisite, ensuring that splits can be assigned to team members who
contribute to the opportunity.
Ownership and Team Membership: The opportunity owner must be part of the
Opportunity Team to ensure that they can be assigned a split and manage team
member contributions accurately.
Salesforce Best Practices: Salesforce documentation on Opportunity Splits
specifies that Opportunity Teams must be set up and members confirmed for split
management to be operational.
In summary, the consultant should enable Opportunity Teams and confirm the owner is
a team member (Option B) before enabling Opportunity Splits.